How to navigate during the most vulnerable times in your life. Financial Transitions Planning in South Africa is still very new, but it couldn’t be more timeous! So many of my clients share stories of how vulnerable times in their lives, times of trauma and transition, have decimated their financial journey. As a financial planner, I have conversations with my clients where we deal with quite a lot of what’s going on in their lives. It […]
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How we create more meaningful conversations
Over the last few years my personal journey has become both a guide and a ‘testing ground’ for how I help my clients bring the human side to their financial planning. Recently, I spoke with Kate Holmes about some of the tools and qualifications that I have explored and obtained in order to do this. In a nutshell, it’s focussed on the human side of money (without side-lining or devaluing the qualifications that make me professionally […]
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Change management… let’s do it right
Change is bound to happen in our lives, regardless of whether the change was planned for or not. We can’t avoid it or stop it – we have to learn to adjust to change and respond to it in a positive way. This is a big part of moving forward in our quest to live and enjoy a truly meaningful and fulfilling life. Change is also important as it reminds us that our life is not […]
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First Financial Transitionist® in South Africa
I am proud to be the first Certified Financial Transitionist® (CeFT®) in Africa. As a financial planner with 25 years of experience and a 5-Star achiever rating, this felt like the next best step for me to take to deliver even more value to my clients and grow in my skills and calling. After 12 months of studying, training and preparing for the extensive 8-hour exam, I received my CeFT® designation in January, 2019. As a […]
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